Category Archives: 401(k) Plans

My latest newsletter for plan sponsors can be found here.

When I was a freshman at Stony Brook University, there was a shooting on campus at a concert where the performer refused to perform after being 5 hours late. No one was shot, but it brought up the question on … Continue reading →

My latest JDSupra.com article can be found here.

In the retirement plan business, there are way too many events and they cost a ton. Well, what if there was an event that cost a little bit of money, but you learned a whole lot. Two of my best … Continue reading →

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading →

My latest JDSupra.com article can be found here.

My latest JDSupra.com article can be found here.

The law firm I started a few years back is actually more than 13 years old as it was a shell where I could offer legal services on the side while I did my normal day job. It was an … Continue reading →

I didn’t have such a wonderful time at law school because I felt the administration and much of the faculty weren’t honest when it came to the study of law and more importantly, our job opportunities. There was one law … Continue reading →

I’m the guy who doesn’t win popularity contests and I’ve had bosses who just didn’t see it the way I saw how things were changing in the retirement plan industry and the legal industry. So I’m a bit overwhelmed that … Continue reading →